Institutional Ownership Ishares Esg Aware Msci Usa Sma (ESML)
This table provides information about the institutional ownership of Ishares Esg Aware Msci Usa Sma (ESML). We have compiled data on the 419 institutions that hold shares in the stock, with a total of 34.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
6,492
shares
|
$282,661
0.03% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,482
shares
|
$282,226
0.01% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
6,443
shares
|
$280,528
0.03% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
6,436
shares
|
$280,223
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
6,386
shares
|
$278,046
0.01% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
6,376
shares
|
$277,611
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
6,306
shares
|
$274,563
0.01% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,268
shares
|
$272,908
0.09% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,175
shares
|
$268,859
0.01% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
6,175
shares
|
$268,859
0.02% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
6,170
shares
|
$268,641
0.11% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
6,160
shares
|
$268,206
0.02% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
6,157
shares
|
$268,075
0.09% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
6,139
shares
|
$267,292
0.03% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
6,100
shares
|
$265,594
0.02% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,025
shares
|
$262,328
0.01% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
5,985
shares
|
$260,586
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
5,966
shares
|
$259,759
0.15% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,940
shares
|
$258,627
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
5,869
shares
|
$255,536
0.01% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,852
shares
|
$254,796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
5,835
shares
|
$254,055
0.0% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
5,672
shares
|
$246,958
0.12% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
5,654
shares
|
$246,175
0.07% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,590
shares
|
$243,388
0.03% of portfolio
|
Q4 2024
Reduced 8.78%
|